What We Do

Advisor Practice Management Training

Rising Stars

This is an exclusive one-day training program where the next generation of retirement-focused advisors learn consulting fundamentals and advanced practice management skills to help grow their practice.

Who Participates?

Retirement advisor “Rising Stars” who can benefit from an interactive and engaging session from Fi360/Ann Schleck & Company. The session is for retirement advisors with 3-5+ years of experience and will focus on consulting fundamentals (e.g. What’s Your Pitch and How Do You Differentiate?), consultative selling (e.g. 50 Sales Ideas in 50 Minutes) and strategic client relationship management (e.g. Getting Credit for the Value You Deliver).

Benefits

Gain competitive marketplace insights

Learn practical sales and marketing tips to help you close business

Identify strategies to add and demonstrate value to client relationships

Elevate Your Practice

This is a new, one-day advanced advisor practice management training session designed to help advisors create an extraordinary client service experience generating increased client satisfaction, loyalty and retention.

Who Participates?

The session is focused on experienced advisors with at least five years of experience or attendees from our Rising Stars training programs.

Benefits

The innovative curriculum provides attendees with strategies, techniques and tools to deliver an extraordinary client service model

Advisor Practice Management Training: Private Events

Who Participates?

Typical session ranges between 20 to 50 participants depending on the venue, topics and format selected for the program. Programs can be designed to accommodate a wide variety of retirement industry experience from entry-level to advanced.

Benefits

Offer a value-add training service for advisors to build stronger relationships